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Okta (OKTA) Institutional Ownership

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$77.40 -0.35 (-0.45%)
Closing price 05/6/2026 03:59 PM Eastern
Extended Trading
$78.94 +1.54 (+1.99%)
As of 07:22 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Okta (NASDAQ:OKTA)

Current
Institutional Ownership
Percentage
86.64%
Number of
Institutional Buyers
(last 12 months)
573
Total
Institutional Inflows
(last 12 months)
$3.96B
Number of
Institutional Sellers
(last 12 months)
356
Total
Institutional Outflows
(last 12 months)
$12.38B
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OKTA Institutional Buying and Selling by Quarter

Okta Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2026Mediolanum International Funds Ltd52,343$3.95M0.0%-47.0%0.030%
5/6/2026California Public Employees Retirement System291,645$22.96M0.0%-2.0%0.165%
5/6/2026Kera Capital Partners Inc.6,394$503K0.1%+18.4%0.004%
5/6/2026Assetmark Inc.719$57K0.0%+81.1%0.000%
5/6/2026Bessemer Group Inc.32,752$2.58M0.0%+2.1%0.019%
5/6/2026 SteelPeak Wealth LLC5,166$407K0.0%+2.8%0.003%
5/6/2026 Allspring Global Investments Holdings LLC3,553,091$281.21M0.5%+71.9%2.009%
5/6/2026 Independent Financial Group LLC6,796$535K0.0%N/A0.004%
5/6/2026 Frazier Financial Advisors LLC598$47K0.0%-25.5%0.000%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super61,534$4.84M0.1%N/A0.035%
5/5/2026 Wealthfront Advisers LLC7,729$608K0.0%-26.2%0.004%
5/5/2026 D.A. Davidson & CO.2,936$231K0.0%-8.7%0.002%
5/5/2026 Geneos Wealth Management Inc.14,624$1.15M0.0%-11.2%0.008%
5/5/2026 Sanctuary Advisors LLC12,278$966K0.0%+12.9%0.007%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,691$369K0.0%N/A0.003%
5/4/2026 Center for Financial Planning Inc.795$63K0.0%+76.7%0.000%
5/4/2026 State of Michigan Retirement System43,800$3.45M0.0%+2.3%0.025%
5/4/2026 Principal Financial Group Inc.379,433$29.87M0.0%+4.9%0.215%
5/4/2026 Y.D. More Investments Ltd14,471$1.14M0.0%-8.9%0.008%
5/2/2026 International Assets Investment Management LLC3,528$279K0.0%+143.0%0.002%
5/2/2026 Diversify Wealth Management LLC27,265$2.08M0.0%N/A0.015%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS42,459$3.34M0.0%+0.7%0.024%
5/1/2026 Citizens Financial Group Inc. RI6,101$480K0.0%-26.2%0.003%
5/1/2026 Fifth Third Bancorp47,245$3.72M0.0%+1,901.1%0.027%
5/1/2026 American Trust2,865$226K0.0%+12.8%0.002%
5/1/2026 Advisors Management Group Inc. ADV24,381$1.92M0.3%-13.0%0.014%
5/1/2026 Candriam S.C.A.18,193$1.43M0.0%-0.9%0.010%
5/1/2026 Sequoia Financial Advisors LLC5,686$448K0.0%+11.8%0.003%
4/30/2026 SkyOak Wealth LLC5,150$405K0.1%+33.8%0.003%
4/30/2026 Kestra Advisory Services LLC10,146$799K0.0%+4.8%0.006%
4/30/2026 Azzad Asset Management Inc. ADV8,253$650K0.1%N/A0.005%
4/30/2026 Sumitomo Mitsui Trust Group Inc.355,720$28.00M0.0%-4.4%0.201%
4/30/2026 Resona Asset Management Co. Ltd.49,760$3.89M0.0%+2.5%0.028%
4/30/2026 Greenwood Capital Associates LLC6,193$487K0.1%-6.4%0.004%
4/30/2026 Oregon Public Employees Retirement Fund34,684$2.73M0.0%+3.5%0.020%
4/30/2026 Staley Capital Advisers Inc.22,084$1.74M0.1%-91.0%0.012%
4/29/2026 Montag A & Associates Inc.1,555$122K0.0%-15.2%0.001%
4/29/2026 Resonant Capital Advisors LLC5,521$435K0.0%+8.3%0.003%
4/29/2026 Burney Co.3,063$241K0.0%-56.1%0.002%
4/29/2026 Swedbank AB2,216,588$174.47M0.2%+21.9%1.253%
4/29/2026 Avory & Company LLC20,236$1.59M2.1%N/A0.011%
4/28/2026 Stephens Inc. AR24,243$1.91M0.0%+334.3%0.014%
4/28/2026 Stephens Investment Management Group LLC443,827$34.93M0.5%+1.4%0.251%
4/28/2026 Praxis Investment Management Inc.5,102$402K0.0%+43.8%0.003%
4/28/2026 Revisor Wealth Management LLC3,274$258K0.1%-19.1%0.002%
4/28/2026 V Square Quantitative Management LLC505$40K0.0%-21.8%0.000%
4/27/2026 New York State Teachers Retirement System124,766$9.82M0.0%-0.6%0.071%
4/27/2026 Private Advisor Group LLC25,979$2.05M0.0%+1.0%0.015%
4/27/2026 Optas LLC2,935$231K0.0%N/A0.002%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund79,750$6.28M0.0%+97.4%0.045%
4/27/2026 Fideuram Intesa Sanpaolo Private Banking S.P.A.137,420$10.82M0.4%+6.1%0.078%
4/25/2026 Strs Ohio4,003$315K0.0%-96.7%0.002%
4/25/2026 Keybank National Association OH19,061$1.50M0.0%-11.3%0.011%
4/24/2026 IFM Investors Pty Ltd32,178$2.53M0.0%+4.6%0.018%
4/24/2026 Redwood Wealth Management Group LLC7,341$578K0.2%-2.7%0.004%
4/23/2026 GraniteShares Advisors LLC5,171$407K0.3%-10.4%0.003%
4/23/2026 SJS Investment Consulting Inc.751$59K0.0%+1,265.5%0.000%
4/22/2026 My Personal CFO LLC111,804$8.80M3.9%+19.2%0.063%
4/22/2026 Pictet Asset Management Holding SA2,490,681$195.84M0.2%+28.4%1.408%
4/22/2026 Union Bancaire Privee UBP SA128,179$10.09M0.2%-18.6%0.072%
4/22/2026 Sterling Capital Management LLC3,875$305K0.0%-40.3%0.002%
4/22/2026 River Street Advisors LLC5,555$437K0.1%N/A0.003%
4/21/2026 Aaron Wealth Advisors LLC5,814$458K0.0%+51.8%0.003%
4/21/2026 Louisiana State Employees Retirement System49,100$3.87M0.1%N/A0.028%
4/21/2026 Barton Investment Management226,576$17.83M2.2%-9.7%0.128%
4/20/2026 Kestra Private Wealth Services LLC3,223$254K0.0%-25.7%0.002%
4/20/2026 Fifth Third Wealth Advisors LLC4,715$371K0.0%+7.9%0.003%
4/20/2026 OP Asset Management Ltd18,052$1.42M0.0%N/A0.010%
4/20/2026 Banque Cantonale Vaudoise32,756$2.58M0.1%+14.6%0.019%
4/20/2026 Assenagon Asset Management S.A.141,137$11.11M0.0%-1.2%0.080%
4/17/2026 LMG Wealth Partners LLC27,385$2.16M0.4%+5.3%0.015%
4/16/2026 SG Americas Securities LLC392,421$30.89M0.0%+641.7%0.222%
4/16/2026 Sheets Smith Wealth Management4,342$342K0.0%N/A0.002%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S27,631$2.18M0.0%+30.6%0.016%
4/16/2026 Diversified Trust Co13,683$1.08M0.0%+3.0%0.008%
3/17/2026Rockefeller Capital Management L.P.137,751$11.91M0.0%-19.3%0.078%
3/9/2026Corient Private Wealth LLC17,914$1.55M0.0%+60.2%0.010%
3/6/2026 Hsbc Holdings PLC381,546$33.04M0.0%+12.1%0.215%
3/4/2026SHP Wealth Management309$27K0.0%N/A0.000%
2/24/2026Pacer Advisors Inc.203,707$17.62M0.0%-75.7%0.115%
2/23/2026Kera Capital Partners Inc.5,401$456K0.1%+57.6%0.003%
2/20/2026Kovitz Investment Group Partners LLC5,410$468K0.0%-34.9%0.003%
2/19/2026Compound Planning Inc.2,721$235K0.0%-21.4%0.002%
2/19/2026Invesco Ltd.548,741$47.45M0.0%+19.1%0.310%
2/19/2026Rare Wolf Capital LLC4,514$390K0.2%N/A0.003%
2/19/2026Corient Private Wealth LLC68,854$5.95M0.0%+515.8%0.039%
2/18/2026Mercer Global Advisors Inc. ADV10,195$882K0.0%-41.7%0.006%
2/18/2026Vident Advisory LLC329,817$28.52M0.3%-14.5%0.186%
2/18/2026Beacon Pointe Advisors LLC97,190$8.40M0.1%+17.8%0.055%
2/18/2026State of Tennessee Department of Treasury73,424$6.20M0.0%-4.1%0.041%
2/18/2026Mackenzie Financial Corp29,461$2.57M0.0%+37.0%0.017%
2/18/2026NewEdge Advisors LLC2,931$253K0.0%-29.3%0.002%
2/18/2026Empowered Funds LLC11,019$953K0.0%-57.2%0.006%
2/18/2026XTX Topco Ltd20,798$1.80M0.0%+156.5%0.012%
2/18/2026Zacks Investment Management82,675$7.15M0.1%-10.7%0.047%
2/18/2026Utah Retirement Systems28,605$2.47M0.0%+0.6%0.016%
2/18/2026Virtus Investment Advisers LLC21,357$1.85M0.5%N/A0.012%
2/18/2026Toronto Dominion Bank32,673$2.83M0.0%+3.9%0.018%
2/18/2026Susquehanna Fundamental Investments LLC47,312$4.09M0.1%-76.2%0.027%
2/18/2026PointState Capital LP83,300$7.20M0.1%-91.5%0.047%


OKTA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OKTA shares?

During the previous two years, 846 institutional investors and hedge funds held shares of Okta. The most heavily invested institutionals were Vanguard Group Inc. ($1.56B), First Trust Advisors LP ($521.42M), Massachusetts Financial Services Co. MA ($367.48M), Geode Capital Management LLC ($281.25M), Allspring Global Investments Holdings LLC ($281.21M), American Century Companies Inc. ($268.45M), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($215.78M).Learn more on Okta's institutional investors.

What percentage of Okta's stock is owned by institutional investors?

86.64% of Okta's stock is owned by institutional investors. Learn more on OKTA's institutional investor holdings.

Which institutional investors have been buying Okta's stock?

Of the 755 institutional investors that purchased Okta's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($7.13M), Massachusetts Financial Services Co. MA ($4.64M), Allspring Global Investments Holdings LLC ($3.48M), Swedbank AB ($3.23M), Ninety One UK Ltd ($2.74M), Alyeska Investment Group L.P. ($2.73M), and Vanguard Group Inc. ($2.72M).

How much institutional buying is happening at Okta?

Institutional investors have bought a total of 42,086,085 shares in the last 24 months. This purchase volume represents approximately $3.96B in transactions.

Which of Okta's major shareholders have been selling company stock?

Of the 356 institutional investors that sold Okta's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Voya Investment Management LLC ($91.32M), Truist Financial Corp ($6.22M), Bank of Montreal Can ($4.67M), HighTower Advisors LLC ($3.65M), Alyeska Investment Group L.P. ($2.04M), Champlain Investment Partners LLC ($1.82M), and Vanguard Group Inc. ($1.75M).

How much institutional selling is happening at Okta?

Institutional investors have sold a total of 134,367,690 shares in the last 24 months. This volume of shares sold represents approximately $12.38B in transactions.



This page (NASDAQ:OKTA) was last updated on 5/7/2026 by MarketBeat.com Staff.
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